Online EPF Transfer | How to transfer PF funds to another EPF account Online?

If you are a salaried individual and contributing to EPF scheme then you may be aware of EPFO’s OTCP (Online Transfer Claim Portal). PF subscribers have been using this online portal for submitting online EPF transfer requests (transfer of PF funds from previous EPF account to new EPF account).

However, the EPFO has recently launched a new facility for submitting EPF transfer claims online. This new provision has been provided through EPFO’s unified member portal interface.

What is EPF transfer? – When you (EPF member / employee) change your company, instead of withdrawing PF amount, you can transfer EPF balance to your new PF account. You can transfer EPF funds either through offline (or) online mode. If you submit EPF transfer claim online, the entire process can get over in just few days. It is simple and easy!

Online EPF Transfer Facility : Pre-requisites

Below are the pre-requisites to transfer EPF online through Unified EPF Member Portal ;

  • You should seed your Bank account & Bank IFSC Code details to your UAN (Universal Account Number). These KYC details should have been verified by your ex-employer.
  • Seeding of Aadhaar is optional for online EPF Transfer Claims.
  • Your Date of Joining (DoJ) and Date of Exit (DoE) with reason for ‘Exit’ in the previous Company should be available on Unified Portal.
  • Kindly note that only one transfer request against the previous member ID (EPF a/c) can be accepted. (In case, you have multiple old EPF accounts then you can consolidate your EPF accounts using – ‘One Employee – One EPF account‘ facility.)

How to transfer EPF online through Unified Member Portal?

Below is the step-by-step procedure to do online EPF transfer ;

  • Kindly visit Unified Portal (member interface). Login with your credentials (UAN ID & Password).
  • Click on ‘Transfer Request‘ under ‘Online Services’ menu tab.
  • You then need to select and provide the details of your previous EPF account (previous Member-ID). You have the option to submit the online EPF transfer request to your ex-employer or current employer (for attestation). You need to provide previous Member-ID or UAN number in the respective field. In case, your EPF account number format is an old one, you can generate Member-Id (in new format) by clicking on ‘Get MID’ option. 
  • In the next step, you need to click on ‘Get OTP’ to authenticate your online EPF transfer claim request. Kindly note that an OTP will be sent on UAN registered mobile number only. Enter the OTP and click on ‘submit’ button.
  • You are then required to submit the signed copy of the online PF transfer claim (PDF document) to the selected employer within a period of 10 days. (Somehow, I believe that they should have done away with this offline work!)
  • Your employer may then digitally approve your EPF transfer request.

Latest news (11-August-2017) :

Your PF account will be transferred automatically when you change your job….(w.e.f Sep, 2017)Chief PF Commissioner, EPFO. (Source – The Times of India.). The Adhaar number should have been seeded with UAN and it should also have been verified. Kindly read – “Detailed procedure on Auto-transfer of EPF account on change of job | How to stop an auto-initiated EPF Transfer Claim?“.


Continue reading other related articles :

(Post published on : 24-July-2017)

This post was last modified on July 11, 2023 6:51 pm

Sreekanth Reddy

Sreekanth is the Man behind ReLakhs.com. He is an Independent Certified Financial Planner (CFP), engaged in blogging & property consultancy for the last 14 years through his firm ReLakhs Financial Services . He is not associated with any Financial product / service provider. The main aim of his blog is to "help investors take informed financial decisions." "Please note that the views given in this Blog/Comments Section/Forum are clarifications meant for reference and guidance of the readers to explore further on the topics/queries raised and take informed decisions. The information provided, therefore, should not be viewed as financial, legal, accounting, tax or investment advice."

View Comments

  • Please please help me.....
    Hi,

    I left my current company in the month of October and have withdrawn the pf from the current of Account.

    After withdrawing the money I have submitted the transfer form from the old employer to the current employer. The amount is transferred to the current employer. How will I withdraw this now?

    • Dear Chandra,
      If you have already withdrawn the balance then what is that you have transferred?, unable to understand your query.
      Kindly note that, if you are employed and currently contributing to EPF scheme, you can not make full balance withdrawal.

      \Kindly read : EPF partial withdrawal options..

  • I have accidentally applied to transfer my PF from my old employer to current in employer under UAN portal a few minutes ago

    I don't want it be transferred to my current employer as i wanted to withdraw on urgent basis

    Kindly suggest how do i cancel or stop that transfer now

    • Dear Mahendra,
      If you are currently employed and contributing to EPF scheme, you have to transfer funds from old epf to new epf account, you can not make full withdrawal.

  • My transfer has been done in 2015 as said by HCL but I still cannot see the money in my current account.

    kindly help

  • Hi Sreekanth,

    I have applied for online claim request for PF transfer & PF amount was transferred successfully(both employee and employer’s share). But, Pension Contribution amount is showing zero in current employer PF passbook after transfer.
    However, the Previous account had certain amount being contributed to Pension.

    Please suggest !!

    • Dear Krishna,
      The EPS transfer amount wont get reflected in pass book.
      However, the service period gets carried forward in EPFO's database.

  • I have tried the above process but whenever i am giving the OTP and clicking Submit button it is showing " Something went wrong. Please try again later".

    Why it is so?

    Can You Help.

    • Dear Sneha ..It can be a temporary tech issue. You may try submitting claim during off peak hours or through a different web-browser.

  • Hi Srikanth,

    I have only one UAN number mapped to the 2 employers (Old & New). when I select Online services-->Claim, I am able to see my current company details. Why my old company not displayed in claim section. please clarify my doubt.

    thanks,
    Subbu

    • Dear Subbu ..Did you transfer the funds from old to new epf ac?
      Was the funds maintained by a PVt trust (old epf ac)?

  • Hi Srikanth,

    My old employer has wrong updated my date of exits, Is there any way to update date of exits once already updated by employer?

  • I am trying to transfer my PF account from one previous organization to current organization. while following step of transfer PF account i am getting error "Something went wrong!!! Please try again later!!!" . This error i am getting after submitting received OTP , Please help me out when this problem will get resolve when i will be able to transfer my PF account. Thank you.

  • I have submitted online claim request for transfer and duly signed form 13 too to my previous employer, my employer is saying he accepted the claim and now the status in the online portal is showing 'Accepted by employer, Now my question is: Is the transfer process gets done automatically or do I need to send any documents to EPF office?
    Also, how long it will take for the PF balance to be credited on my current PF account?
    Please help!!

    • Dear Krishna ..If your ex-employer has approved then no action is required from your side, it should happen automatically. Keep a track of the claim status/check passbook balance as well.

        • Krishna,
          Did the transfer claim go trhough?
          After the state "Employer Accepted" is any action required of employee/employer?
          Thanks for feedback; asking because my transfer claim intitiated in late Feb is in similar state.

          Regards,
          Chetan

  • Dear Sir,

    I have Two Member ID shown against my UAN No. I want to withdrawal my Old PF amount against PF No. AXXX But for Online Claim only current member ID BXXX is showing for withdraw.

    Kindly guide me how can i withdrawal my OLD PF Online against Member ID AXXX

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